WealthShield Partners’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.43M | Sell |
5,714
-821
| -13% | -$381K | 0.27% | 108 |
|
|
2025
Q4 | $3.42M | Sell |
6,535
-132
| -2% | -$65.3K | 0.38% | 71 |
|
|
2025
Q3 | $3.24M | Buy |
6,667
+1,548
| +30% | +$829K | 0.37% | 74 |
|
|
2025
Q2 | $2.7M | Buy |
5,119
+124
| +2% | +$61.9K | 0.33% | 89 |
|
|
2025
Q1 | $2.54M | Buy |
4,995
+374
| +8% | +$191K | 0.33% | 91 |
|
|
2024
Q4 | $2.3M | Sell |
4,621
-30
| -0.6% | -$15.2K | 0.33% | 88 |
|
|
2024
Q3 | $2.4M | Buy |
4,651
+219
| +5% | +$108K | 0.33% | 90 |
|
|
2024
Q2 | $1.98M | Buy |
4,432
+482
| +12% | +$207K | 0.3% | 91 |
|
|
2024
Q1 | $1.68M | Sell |
3,950
-71
| -2% | -$30.8K | 0.27% | 109 |
|
|
2023
Q4 | $1.77M | Sell |
4,021
-1,825
| -31% | -$720K | 0.29% | 98 |
|
|
2023
Q3 | $2.14M | Buy |
5,846
+823
| +16% | +$324K | 0.32% | 84 |
|
|
2023
Q2 | $2.01M | Buy |
5,023
+169
| +3% | +$61.7K | 0.3% | 83 |
|
|
2023
Q1 | $1.67M | Buy |
4,854
+174
| +4% | +$61.2K | 0.27% | 101 |
|
|
2022
Q4 | $1.57M | Buy |
4,680
+745
| +19% | +$246K | 0.3% | 94 |
|
|
2022
Q3 | $1.2M | Buy |
3,935
+178
| +5% | +$63.7K | 0.24% | 109 |
|
|
2022
Q2 | $1.27M | Buy |
3,757
+530
| +16% | +$189K | 0.25% | 102 |
|
|
2022
Q1 | $1.32M | Buy |
3,227
+2,179
| +208% | +$887K | 0.21% | 114 |
|
|
2021
Q4 | $495K | Buy |
1,048
+61
| +6% | +$27.9K | 0.08% | 192 |
|
|
2021
Q3 | $420K | Sell |
987
-263
| -21% | -$114K | 0.11% | 159 |
|
|
2021
Q2 | $513K | Buy |
1,250
+61
| +5% | +$23.4K | 0.08% | 165 |
|
|
2021
Q1 | $420K | Sell |
1,189
-347
| -23% | -$115K | 0.08% | 171 |
|
|
2020
Q4 | $505K | Sell |
1,536
-1
| -0.1% | -$337 | 0.09% | 172 |
|
|
2020
Q3 | $554K | Sell |
1,537
-191
| -11% | -$67.4K | 0.19% | 116 |
|
|
2020
Q2 | $569K | Sell |
1,728
-860
| -33% | -$259K | 0.26% | 91 |
|
|
2020
Q1 | $634K | Sell |
2,588
-326
| -11% | -$89.4K | 0.39% | 61 |
|
|
2019
Q4 | $796K | Buy |
2,914
+244
| +9% | +$63.4K | 0.39% | 55 |
|
|
2019
Q3 | $654K | Buy |
2,670
+297
| +13% | +$74.2K | 0.35% | 61 |
|
|
2019
Q2 | $541K | Buy |
2,373
+958
| +68% | +$209K | 0.31% | 67 |
|
|
2019
Q1 | $298K | Buy |
+1,415
| New | +$274K | 0.17% | 107 |
|
|
2018
Q4 | – | Sell |
-1,411
| Closed | -$276K | – | 278 |
|
|
2018
Q3 | $276K | Sell |
1,411
-72
| -5% | -$14.9K | 0.16% | 101 |
|
|
2018
Q2 | $302K | Hold |
1,483
| – | – | 0.18% | 86 |
|
|
2018
Q1 | $283K | Buy |
1,483
+68
| +5% | +$12.6K | 0.18% | 90 |
|
|
2017
Q4 | $239K | Buy |
+1,415
| New | +$231K | 0.15% | 114 |
|
Other funds holding SPGI
VCM
VPM
WealthShield Partners's SPGI Position: Q1 2026 in Review
WealthShield Partners reduced its S&P Global (SPGI) stake by 13% in Q1 2026, selling an estimated $381K and leaving 5,714 shares worth $2.43M. The position accounts for 0.27% of the portfolio, ranked #108.
WealthShield Partners first reported a position in SPGI in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.42M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- WealthShield Partners held 5,714 shares of S&P Global worth $2.43M as of Q1 2026.
- WealthShield Partners sold 821 S&P Global shares in Q1 2026, an estimated $381K.
- S&P Global made up 0.27% of WealthShield Partners's portfolio in Q1 2026, its #108 holding.
- WealthShield Partners first reported a position in S&P Global in Q4 2017 and has held it in 33 quarters since.
- WealthShield Partners's S&P Global position peaked at $3.42M in Q4 2025.
- 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.